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About

Dataforma is the most inclusive system for service management professionals, including roofers, HVAC technicians, and other remote contractors. Run a completely paperless service department so you can focus on: winning more bids, increasing productivity, working remotely on-site, improving client satisfaction. Dataforma was created by a roofing contractor to provide a user-friendly, robust software to the roofing industry without the price tag of a custom-built program. With our Dataforma CRM, you can revolutionize your service department from start to finish, use a single paperless system from the initial call all the way through invoicing and never lose track of a call or customer’s history again. As a busy contractor, you should never have to spend time searching through stacks of unfiled papers. With Dataforma, improve the organization of your operations by storing documents in an online database that’s simple to use and accessible from any location.

About

JobNimbus is the #1 all-in-one roofing app (4.8 stars on app stores) that’s making contractors heroes since 2013. Thousands of contractors rely on JobNimbus every day to run every aspect of their business: marketing, sales, production, billing, and communication. "This is f$&%ing awesome!" - Dave R. ** MARKETING ** • SEO • Paid ads • Google Business Profile • Website ** SALES ** • Scheduling • Lead tracking • Boards • Custom sales workflows • Sales automation ** PRODUCTION ** • Production boards • Custom job workflows • Production automation • Notes • Tasks • Material ordering directly from Beacon PRO+ and Roof Hub by SRS. • Work orders • Subcontractors • Reports ** BILLING ** • Invoicing • JN Payments • Text-to-Pay • Financing • QuickBooks 2-way sync ** COMMUNICATION ** • Engage texting • Email • Caller ID • @mentions • Job share • Notification center With all this, your whole team will be equipped with the best all-in-one roofing app.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Field service management platform for companies

Audience

Roofers, Remodelers, Contractors, Home Service Industry

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

Contact us
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 5.0 / 5
ease 4.5 / 5
features 5.0 / 5
design 3.0 / 5
support 4.5 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Dataforma
Founded: 2004
United States
www.dataforma.com

Company Information

JobNimbus
Founded: 2011
United States
www.jobnimbus.com/try/

Alternatives

Alternatives

Jobba

Jobba

Jobba Trade Technologies
BidBook

BidBook

CRM Evangelist
Jonas Enterprise

Jonas Enterprise

Jonas Construction Software
WERX

WERX

Werx App Construction Software

Categories

Categories

Field Service Management Features

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Construction Bid Management Features

Bidder Management
Building Product Database
Cost Database
File Sharing
Proposal Management
Quotes / Estimates
RFP Management
Subcontractor Management
Takeoff
Version Control

Construction CRM Features

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Construction Estimating Features

Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
Historical Database
HVAC Estimating
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis

Contractor Management Features

Contractor Database
Insurance Tracking
License Tracking
Permit Tracking
Skills & Competencies
Task Management
Work Hour Tracking

Remodeling Estimating Features

Cost Database
Quote Management

Residential Construction Estimating Features

Bid Management
Billing & Invoicing
Building Product Database
Change Orders
Customer Management
Project Management
Quote Management
Scheduling
Takeoff

Restoration Management Features

Bid Management
CRM
Document Management
Fire Restoration
Job Tracking
Mold Remediation
Project Management
Scheduling
Task Management
Water Restoration

Roofing Features

Aerial Measurement
Billing & Invoicing
Checklists & Inspections
Commercial / Industrial
Dispatch Management
Lead Management
Photo Capture
Quotes / Estimates
Scheduling
Work Order Management

Sales Tracking Features

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Integrations

Boostpoint
Contractbook
DynoForms
EagleView
Enerflo
Get The Referral
Google Calendar
HOVER
Hatch
Payrix
QuickBooks Desktop Premier
QuickBooks Online
QuickBooks Online Advanced
SPOTIO
SalesRabbit
Secoda
Simplii
Stackreaction
SumoQuote
naturalFORMS

Integrations

Boostpoint
Contractbook
DynoForms
EagleView
Enerflo
Get The Referral
Google Calendar
HOVER
Hatch
Payrix
QuickBooks Desktop Premier
QuickBooks Online
QuickBooks Online Advanced
SPOTIO
SalesRabbit
Secoda
Simplii
Stackreaction
SumoQuote
naturalFORMS
Claim Dataforma and update features and information
Claim Dataforma and update features and information
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